Gland Pharma Ltd. · NSE:GLAND
Gland Pharma — Q2 FY27 Earnings Presentation
18 slides from Gland Pharma's earnings presentation, Nov 6, 2026
Slide 1: Exchange cover letter: Investor Presentation on Q2FY27 Financial Results
GLAND GLAND PHARMA LIMITED November 06, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, 5th floor 25th floor, Dalal Street Plot no. C-1, Block G, Bandra Kurla Complex Bandra Mumbai - 400 001 (Eas
Slide 2: Investor Presentation Q2 FY27
GLAND GLAND PHARMA Investor Presentation Q2 FY27 6th November 2026 Of!
Slide 3: Safe Harbour Statement
Safe Harbour Statement The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendatio
Slide 4: Financial Highlights
in Financial Highlights
Slide 5: Consolidated P&L
Consolidated P&L ₹ Mn Particulars Q2 FY27 Q2 FY26 YoY Q1 FY27 QoQ 6M FY27 6M FY26 YoY Revenue from operations 18,336 14,869 23% 18,003 2% 36,339 29,925 21% Other Income 690 842 -18% 612 13% 1,302 1,417 -8% Total Income 19,026 15,710 21% 18,615 2% 37,641 31,342 20% Gross Profit(1) 11,638 9,331 25% 11
Slide 6: Consolidated Financial Highlights (1/3)
Consolidated Financial Highlights (1/3) Revenue from Operations Gross Profit(1) / Gross Profit Margin(2) (₹ Mn) (₹ Mn / %) 36,339 23,397 29,925 19,175 64% Il 64% 18,003 18,336 11,759 11,638 14,869 9,331 65% 63% 63% Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Adj.
Slide 7: Consolidated Financial Highlights (2/3)
Consolidated Financial Highlights (2/3) Net Worth(1) ROCE(2) / RONW(3) (₹ Mn) (%) RoCE RoNW 91,507 1,03,580 1,06,857 13% 15.0% 11% Ill 9% 10.0% 11% 11% 8% 5.0% 0.0% FY25 FY26 6M FY27 FY25 FY26 6M FY27 Capital Expenditure Asset Turnover Ratio(4)(5) (₹ Mn) (x) ■ I ■ 4,938 1.7 1.4 1.5 3,938 2,562 0.5 0
Slide 8: Consolidated Financial Highlights (3/3)
Consolidated Financial Highlights (3/3) Cash and Bank Balances / Net Cash(1) Cash Flow from Operations (₹ Mn) Total Cash (₹ Mn) Net Cash ■ I ■ 10,314 34,412 9,147 33,591 31,157 32,216 25,562 6,027 22,870 FY25* FY26 6M FY27 FY25 FY26 6M FY27 . * Excluding non-callable deposits of INR 3,960 million. N
Slide 9: Business Update
in Business Update
Slide 10: Business-wise Revenue Break-up
Business-wise Revenue Break-up ₹ Mn Business Q2 FY27 Q2 FY26 YoY Q1 FY27 QoQ 6M FY27 6M FY26 YoY CDMO 8,227 6,289 31% 8,915 -8% 17,142 13,700 25% Critical Injectables* 10,109 8,580 18% 9,088 11% 19,197 16,225 18% Total 18,336 14,869 23% 18,003 2% 36,339 29,925 21% Revenue Distribution Business Updat
Slide 11: Business Updates
Business Updates • R&D Expenses: Total R&D expenses were ₹1,077 million in Q2 FY27, representing 6% of consolidated revenue, as against ₹817 million in Q2 FY26. The R&D expenditure was mainly focused on complex product development and the number of filings. • New Launches: The company launched 4 mol
Slide 12: Geographical Revenue
SS Geographical — Revenue |
Slide 13: US Market
US Market ₹ Mn Total Revenue CDMO Critical Injectables 81% YoY 64% YoY 32% YoY 30% YoY 42% YoY 37% YoY 21,605 15,740 5,865 15,722 12,154 11,795 3,212 3,568 7,157 8,583 8,279 9,810 2,653 6,505 1,775 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY2
Slide 14: Europe Market
Europe Market ₹ Mn Total Revenue CDMO Critical Injectables 31% YoY 25% YoY -30% YoY -14% YoY 30% YoY 25% YoY 7,593 83 7,664 6,066 71 6,150 ■■■I I 3,916 3,676 48 38 I III I 3,954 3,710 2,800 33 2,847 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY
Slide 15: Other Core Markets (Canada, Australia and New Zealand)
Other Core Markets (Canada, Australia and New Zealand) ₹ Mn Total Revenue CDMO Critical Injectables -34% YoY -41% YoY -1% YoY -7% YoY -18% YoY -24% YoY 1,227 616 610 568 934 366 335 488 534 253 199 235 233 400 167 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY2
Slide 16: Rest of the World
Rest of the World ₹ Mn Total Revenue CDMO Critical Injectables -7% YoY -3% YoY -31% YoY -14% YoY -21% YoY -9% YoY 5,568 2,749 2,658 2,819 5,083 2,425 1,664 1,518 1,375 2,590 3,039 2,044 1,072 995 1,050 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2 FY27 6M FY26 6M FY27 Q2 FY26 Q1 FY27 Q2
Slide 17: India
India ₹ Mn Total Revenue CDMO Critical Injectables -55% YoY -6% YoY -24% YoY -30% YoY -42% YoY -16% YoY 700 559 1,258 660 1,053 483 393 665 Q2 FY26 666 Q1 FY27 387 Q2 FY27 6M FY26 6M FY27 390 Q2 FY26 Q1 FY27 177 Q2 FY27 11 6M FY26 6M FY27 275 Q2 FY26 183 Q1 FY27 210 Q2 FY27 6M FY26 6M FY27 India Con
Slide 18: Thank You
GLAND GLAND PHARMA Thank You Investor Relations Corporate Office Sampath Kumar Pallerlamudi Gland Pharma Limited Company Secretary & Compliance Officer Plot No. 11 & 84, TSIIC Phase: IV Pashamylaram (V), Patancheru (M), Shriniwas P. Dange Sangareddy District Investor Relations Hyderabad 502307, Tela